Creative Financial Staffing
SEC Reporting Manager
The information below covers the role requirements, expected candidate experience, and accompanying qualifications. Location:
Remote Reports to:
CFO About the Company: Our client is a high-growth SaaS marketing technology company transforming the way organizations attract, engage, and retain customers. As a newly public company, we are scaling our finance and accounting functions to support our growth, acquisitions, and investor reporting obligations. This role offers a unique opportunity to take ownership of our SEC reporting process and help shape the future of financial reporting. Position Overview The
SEC Reporting Manager
will be responsible for managing all aspects of external financial reporting and compliance with U.S. GAAP, SEC regulations, and Sarbanes-Oxley requirements. This role requires a hands-on leader with strong technical accounting skills, excellent attention to detail, and the ability to thrive in a dynamic, growth-oriented environment. The ideal candidate is a CPA with prior SEC reporting experience who is comfortable rolling up their sleeves, building processes, and collaborating cross-functionally with accounting, FP&A, legal, investor relations, and operations. Key Responsibilities SEC Filings & Compliance
Prepare and file Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements (S-1, S-3) in compliance with SEC regulations. Draft and review financial statement footnotes, MD&A, and other disclosures. Coordinate the review process with auditors, legal counsel, and executive leadership.
Technical Accounting & Transactions
Research and apply U.S. GAAP, SEC rules, and emerging accounting guidance. Provide technical accounting support on complex areas such as revenue recognition (ASC 606), stock-based compensation, leases, goodwill, and M&A purchase accounting. Assist with integration of acquired entities into consolidated financial reporting.
Internal Controls & SOX
Support the design, documentation, and testing of internal controls over financial reporting (SOX 404). Partner with internal and external auditors to ensure compliance and timely remediation of deficiencies.
Process Improvement & Systems
Own the SEC reporting calendar, checklists, and disclosure templates. Implement process improvements, automation, and tools (e.g., Workiva, Wdesk, or similar) to scale reporting. Build and maintain strong cross-functional relationships to streamline data collection and reporting.
Leadership & Communication
Partner with senior management, Investor Relations, and the Audit Committee on disclosure matters. Provide training and guidance on SEC reporting and disclosure requirements across the finance team. Assist with earnings releases, investor presentations, and other external communications as needed.
Qualifications Bachelor's degree in Accounting or Finance; CPA
required . 5-8+ years of progressive accounting experience, including at least 2+ years in SEC reporting or Big 4 external audit with public company clients. Strong knowledge of U.S. GAAP, SEC regulations, and SOX requirements. Hands-on experience preparing or auditing SEC filings. Strong technical accounting research and documentation skills. Excellent organizational skills with the ability to manage multiple priorities under tight deadlines. High attention to detail and accuracy; proactive problem solver. Experience with SaaS / technology companies and/or M&A integration a plus. Strong communication skills and ability to work effectively across functions and with senior leadership. Why Join our Company Be part of a growing public SaaS company with an entrepreneurial culture. Opportunity to build and shape the SEC reporting function from the ground up. Exposure to complex transactions, acquisitions, and strategic initiatives. Collaborative, fast-paced environment with career growth potential. Competitive compensation, equity participation, and benefits. #LI-CC2 #INSEP2025
The information below covers the role requirements, expected candidate experience, and accompanying qualifications. Location:
Remote Reports to:
CFO About the Company: Our client is a high-growth SaaS marketing technology company transforming the way organizations attract, engage, and retain customers. As a newly public company, we are scaling our finance and accounting functions to support our growth, acquisitions, and investor reporting obligations. This role offers a unique opportunity to take ownership of our SEC reporting process and help shape the future of financial reporting. Position Overview The
SEC Reporting Manager
will be responsible for managing all aspects of external financial reporting and compliance with U.S. GAAP, SEC regulations, and Sarbanes-Oxley requirements. This role requires a hands-on leader with strong technical accounting skills, excellent attention to detail, and the ability to thrive in a dynamic, growth-oriented environment. The ideal candidate is a CPA with prior SEC reporting experience who is comfortable rolling up their sleeves, building processes, and collaborating cross-functionally with accounting, FP&A, legal, investor relations, and operations. Key Responsibilities SEC Filings & Compliance
Prepare and file Forms 10-K, 10-Q, 8-K, proxy statements, and registration statements (S-1, S-3) in compliance with SEC regulations. Draft and review financial statement footnotes, MD&A, and other disclosures. Coordinate the review process with auditors, legal counsel, and executive leadership.
Technical Accounting & Transactions
Research and apply U.S. GAAP, SEC rules, and emerging accounting guidance. Provide technical accounting support on complex areas such as revenue recognition (ASC 606), stock-based compensation, leases, goodwill, and M&A purchase accounting. Assist with integration of acquired entities into consolidated financial reporting.
Internal Controls & SOX
Support the design, documentation, and testing of internal controls over financial reporting (SOX 404). Partner with internal and external auditors to ensure compliance and timely remediation of deficiencies.
Process Improvement & Systems
Own the SEC reporting calendar, checklists, and disclosure templates. Implement process improvements, automation, and tools (e.g., Workiva, Wdesk, or similar) to scale reporting. Build and maintain strong cross-functional relationships to streamline data collection and reporting.
Leadership & Communication
Partner with senior management, Investor Relations, and the Audit Committee on disclosure matters. Provide training and guidance on SEC reporting and disclosure requirements across the finance team. Assist with earnings releases, investor presentations, and other external communications as needed.
Qualifications Bachelor's degree in Accounting or Finance; CPA
required . 5-8+ years of progressive accounting experience, including at least 2+ years in SEC reporting or Big 4 external audit with public company clients. Strong knowledge of U.S. GAAP, SEC regulations, and SOX requirements. Hands-on experience preparing or auditing SEC filings. Strong technical accounting research and documentation skills. Excellent organizational skills with the ability to manage multiple priorities under tight deadlines. High attention to detail and accuracy; proactive problem solver. Experience with SaaS / technology companies and/or M&A integration a plus. Strong communication skills and ability to work effectively across functions and with senior leadership. Why Join our Company Be part of a growing public SaaS company with an entrepreneurial culture. Opportunity to build and shape the SEC reporting function from the ground up. Exposure to complex transactions, acquisitions, and strategic initiatives. Collaborative, fast-paced environment with career growth potential. Competitive compensation, equity participation, and benefits. #LI-CC2 #INSEP2025